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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,318 | $124,425+12.0% | $112,040+24.3% | $137,256+1.5% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.5%-14.6pp | 80.0%-18.1pp |
| Annual return | 25.02% | 24.72%+0.3pp | 24.52%+0.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $3,624 | $3,411+6.2% | $2,954+22.7% | $4,156-12.8% |
| Participant deferral / active EE | $7,613 | $5,718+33.1% | $5,098+49.3% | $6,407+18.8% |
| Admin fee / account holder | $7,423 | $15,207-51.2% | $12,098-38.6% | $12,270-39.5% |